Semiconductor News & Analysis Feed

Rebecca Payne Jul 1, 2026 An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up prices for manufacturers and consumers. The class-action lawsuit was filed in the U.S. District Court for the Northern District of California against chip giants Samsung, SK Hynix and Micro

Dave Smith Jul 1, 2026 Samsung Electronics and SK Hynix, two of the largest makers of memory chips on the planet, will invest a combined $590 billion alongside the South Korean government to build a sprawling new manufacturing complex in an effort to relieve the AI-driven shortage that has sent the price of computer memory soaring worldwide. South Korean President Lee Jae Myung, standing alongsi

Rudro Chakrabarti Jun 30, 2026 On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook laying the blame on the companies that supply the memory chips inside its products. "There's less supply at a time when consumers want devices and the memory guys are passing along huge price increa

Em Norton Jun 7, 2026 Jensen Huang, CEO of Nvidia, delivered a keynote speech at Computex — the leading global exhibition focused on AIoT and startups — on Monday. The exhibition’s theme was “AI Together” and Huang’s speech focused on agentic and physical AI, and what it means for the future. According to Fortune Business Insights, the agentic AI market is currently valued at over $9 billion and

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